Marshall & Sterling Wealth Advisors Inc. Has $4.08 Million Stock Holdings in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Marshall & Sterling Wealth Advisors Inc. increased its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 339.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 61,437 shares of the company’s stock after buying an additional 47,461 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF accounts for approximately 2.7% of Marshall & Sterling Wealth Advisors Inc.’s investment portfolio, making the stock its 12th biggest holding. Marshall & Sterling Wealth Advisors Inc.’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $4,081,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in the company. Northwestern Mutual Wealth Management Co. grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 10.2% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 95,886 shares of the company’s stock valued at $6,370,000 after buying an additional 8,848 shares during the period. Foundations Investment Advisors LLC grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 8.3% in the 4th quarter. Foundations Investment Advisors LLC now owns 54,270 shares of the company’s stock valued at $3,605,000 after buying an additional 4,158 shares during the period. Godfrey Financial Associates Inc. acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter valued at about $60,000. Coordinated Financial Services Inc. grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 15.0% in the 4th quarter. Coordinated Financial Services Inc. now owns 47,430 shares of the company’s stock valued at $3,151,000 after buying an additional 6,172 shares during the period. Finally, Key Financial Inc grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 38.3% in the 4th quarter. Key Financial Inc now owns 4,009 shares of the company’s stock valued at $266,000 after buying an additional 1,110 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of HELO opened at $67.98 on Friday. The stock has a 50-day moving average of $66.33 and a 200-day moving average of $66.36. The company has a market cap of $4.04 billion, a PE ratio of 25.99 and a beta of 0.59. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $60.78 and a one year high of $68.00.

JPMorgan Hedged Equity Laddered Overlay ETF Profile

The JPMorgan Hedged Equity Laddered Overlay ETF JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is an exchange-traded fund that mostly invests in large cap equity. The fund actively manages a large-cap US equity portfolio with a laddered options overlay that seeks to provide downside protection, while foregoing some upside potential. The fund aims for enhanced risk-adjusted return over a full market cycle with lower volatility than traditional equity strategies HELO was launched on Sep 28, 2023 and is issued by JPMorgan Chase.